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Showing 1 - 12 of 34 results
PENN CAPITAL MANAGEMENT CO., INC.
PENN CAPITAL MANAGEMENT CO., INC.
Philadelphia, Pennsylvania
25-49 employees
At Penn Capital, we believe that understanding a company’s entire capital structure is the best way to identify investment opportunities with the most value. In fact, we’ve found that managing bond portfolios makes us better equity managers; and vice versa. We select stocks or high yield debt securities with the greatest potential to provide the risk-adjusted returns our clients expect. Our fully integrated credit and equity research process focuses on non-investment grade companies in the micro- to mid-capitalization range, where we can take advantage of inefficient security pricing. We serve institutional and individual investors with strategies that reflect institutional-quality rigor and insight and stay true to our philosophy. We are an independent, employee-owned boutique investment management firm based in Philadelphia. We forge our own ideas, we respect hard work, and we are committed to our clients, our staff and our community.
Retirement Benefits Rank
Market Leading
SLR HEALTHCARE ABL
SLR HEALTHCARE ABL
Philadelphia, Pennsylvania
1-24 employees
SLR Healthcare ABL is a specialty healthcare lender that is focused solely on providing senior debt financing to healthcare service providers throughout the United States. For over a decade, SLR Healthcare ABL has specialized in Accounts Receivable Financing, which utilizes Medicare, Medicaid and commercial insurance receivables as collateral for loans. Our minimum loan amount is $1M. To qualify for our services, your business must have revenues greater than $10M and have receivables of approximately $2M. We work with healthcare providers that are either growing or facing temporary financial difficulties. Typically, clients come to us seeking alternative financing options for: - A new revolving line of credit - Refinancing any existing debt - Making an acquisition - Financing large renovations Clients Include: - Hospitals - Skilled Nursing Facilities/Nursing Homes - Addiction Treatment Facilities - Behavioral Health Facilities - HME/DME Companies - Diagnostic Imaging Companies - Medical Labs
Retirement Benefits Rank
Market Leading
INNOVATIVE BENEFIT PLANNING, L.L.C.
INNOVATIVE BENEFIT PLANNING, L.L.C.
Moorestown, New Jersey
25-49 employees
Innovative Benefit Planning is an employee benefit planning and financial services company that combines innovation with integrity for companies across the United States. Our people and experience, coupled with sound financial services, have helped thousands of organizations and their employees achieve their employee benefit planning goals and more.
Retirement Benefits Rank
Market Laggard
MASSO TORRENCE WEALTH MANAGEMENT, INC.
MASSO TORRENCE WEALTH MANAGEMENT, INC.
Marlton, New Jersey
1-24 employees
Masso - Torrence Wealth Management | 401K Plan Consulting is a boutique, independent firm focusing on corporate retirement plans and comprehensive financial planning for physicians, attorneys, and small business owners. For regulatory purposes, we cannot post or respond to comments or e-mails through this site. This communication is strictly intended for individuals residing in the states of CA, DE, FL, GA, NJ, NY, PA, UT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Masso Torrence Wealth Management Inc. (“Masso Torrence”) is a Registered Investment Advisor. Please visit our Website https://www.massotorrence.com for important disclosures. Masso - Torrence Wealth Management | 401K Plan Consulting, 270 N. Elmwood Road, Suite H-160, Marlton, NJ 08053. T: 800.989.8699 | 856.988.6664
Retirement Benefits Rank
Top Benefits
HANLON INVESTMENT MANAGEMENT, INC.
HANLON INVESTMENT MANAGEMENT, INC.
Egg Harbor Twp, New Jersey
1-24 employees
Hanlon is an innovative, New Jersey based, asset management firm with more than 20+ years experience partnering with planning minded financial advisors in delivering personal & proven outcomes to clients nationally. We have dedicated our two decades of service to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from a select list of custodian, see intraday account activity, open accounts with an innuitive investment proposal tool and receive unlimited account aggregation. In addition, we provide a next-generation income planning process allowing you and your clients to create an interactive, personal written income plan with customized investment execution. Delivering and enabling successful client outcomes is our business and passion.
Retirement Benefits Rank
Market Competitive
EXECUTIVE FINANCIAL GROUP, INC.
EXECUTIVE FINANCIAL GROUP, INC.
Cherry Hill, New Jersey
1-24 employees
Processed mortgage home loans Ran Credit Checks Calculated DTI ratios Verified employment Submitted loan packages to Lenders
Retirement Benefits Rank
Top Benefits
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TOEWS CORPORATION
TOEWS CORPORATION
Northfield, New Jersey
25-49 employees
Toews Asset Management is an SEC-registered investment advisor established in 1994. Toews builds and manages portfolios that primarily seek to reduce the risk of loss in crisis environments, as well as attempt to participate in market gains. Toews offers expertise in both equity and fixed income markets, including options hedged strategies. Toews’ process isn’t based primarily on subjective or predictive methodology. Alongside in-depth research, Toews uses a price-reactive algorithm that provides a rules-based signal for investment exit and reentry points. Toews is evolving the practice of applied behavioral finance to design and implement plans of action for investors ahead of market disruptions and attempt to address market risks. With representatives in New York City and across the U.S., Toews manages more than $1 billion in risk management strategies across its mutual funds, ETFs, and separately managed accounts. For more information, visit: http://toewscorp.com/ See Important Disclosures: https://toewscorp.com/disclosures/
Retirement Benefits Rank
Below Market
REDWOOD WEALTH MANAGEMENT GROUP, LLC
REDWOOD WEALTH MANAGEMENT GROUP, LLC
Moorestown, New Jersey
1-24 employees
Redwood Wealth Management Group is an independent Registered Investment Advisor providing comprehensive investment and planning services to wealthy families and businesses. We serve as our clients’ advocates by striving to deliver independent, objective, and comprehensive financial advice. Our mission is to deliver a comprehensive, integrated approach to help clients manage their financial lives and make the best use of their resources.
Retirement Benefits Rank
Market Leading
FORTRESS FINANCIAL LLC
FORTRESS FINANCIAL LLC
Ocean City, New Jersey
1-24 employees
-Interned as an assistant to certified financial advisor, who specialized in assisting qualified individuals, families and business owners. -We were able to help clients pursue lifelong investment goals with safe and sound financial strategies.-Reviewed individual client portfolios, used objective financial advice and investment management strategies to tailor a portfolio for their own personal situations.
Retirement Benefits Rank
Below Market
WOLOSHIN INVESTMENT MANAGEMENT, LLC
WOLOSHIN INVESTMENT MANAGEMENT, LLC
Medford, New Jersey
1-24 employees
We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do. Our sole purpose is to help you generate income during your “golden” years. At Woloshin Investment Management, we combine our 75 years of investment experience to provide one-on-one, personalized attention and consideration, not just “suitable” recommendations – that means a level of responsive and proactive communication that helps build strong, long-lived relationships. We have a fiduciary responsibility to make decisions that are in the interests of our clients. We have a personal drive to ensure that we accomplish that with excellent service and warm communication. Woloshin Investment Management specialties: Retirement Income Planning Social Security Optimization Pension Optimization Income Based Money Management Asset Protection Institutional Wealth Management IRA & 401(k) Rollovers Financial Services: To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products such as annuities to help you meet financial goals. We can work in concert with tax professionals or attorneys in your network or in our network to advise you on specific aspects of your financial strategy. We invite you to come into our office! It is important to feel you have control over your future. At Woloshin Investment Management, we offer our experience and knowledge to help you design your own strategy for financial independence. Contact us today to schedule a free introductory consultation!
Retirement Benefits Rank
Market Laggard
MOONPAY USA LLC
MOONPAY USA LLC
Dover, Delaware
50-99 employees
We are MoonPay. Architects of the future, inventors, artists, and authors of innovation. Our vision? To unlock digital ownership for everyone. We are onboarding the world to Web3, where people can own and control their digital identity, data, property, and money. MoonPay is the world’s leading Web3 infrastructure company. We provide end-to-end solutions for payments, enterprise-scale smart contract development, and digital asset management. Many of the world's most iconic brands rely on MoonPay to power their Web3 strategies and ideas. Now boarding the next generation of leaders. Come help us build what's next.
Retirement Benefits Rank
Below Market
LEGACY WEALTH MANAGEMENT GROUP, LLC
LEGACY WEALTH MANAGEMENT GROUP, LLC
Moorestown, New Jersey
1-24 employees
Legacy Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to provide financial independence.
Retirement Benefits Rank
Market Leading